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SOR-100007 · Business Intelligence Profile

Pacific Tax Advisors

Grants Pass, OR · NAICS 541211 Offices of Certified Public Accountants

Revenue
$10.06M
Employees
46
Entity type
C Corporation
Years in business
34
Sorren office
Medford, OR
Advisor
Andrew Soltis
EIN
**-***1295
Moderate confidence · 88% coverage|Tax ReturnP&LBalance SheetPayrollEmployee DataIndustry Classification· 4 prior years
Compared against192 businessesNAICS 541211 — Offices of Certified Public AccountantsORRevenue $5.0M–$16.1M23–65 employees

Outlier flags

12 for review

Revenue Growth

ReviewBottom 25%
Client
2.9%
Peer median
7.2%
Peer 25th–75th
3.6% – 11.1%
Off median
-60%

Revenue Growth sits below the peer median and is worth a professional review before the client conversation.

Debt / EBITDA

ReviewBottom 25%
Client
0.54
Peer median
0.34
Peer 25th–75th
0.28 – 0.45
Off median
+59%

Debt / EBITDA sits above the peer median and is worth a professional review before the client conversation.

Net Margin

ReviewBottom 25%
Client
11.4%
Peer median
18.1%
Peer 25th–75th
14.2% – 23.2%
Off median
-37%

Net Margin sits below the peer median and is worth a professional review before the client conversation.

Profit / Employee

ReviewBottom 25%
Client
$25K
Peer median
$37K
Peer 25th–75th
$28K – $47K
Off median
-32%

Profit / Employee sits below the peer median and is worth a professional review before the client conversation.

EBITDA Margin

ReviewBottom 25%
Client
17.2%
Peer median
24.9%
Peer 25th–75th
19.5% – 30.8%
Off median
-31%

EBITDA Margin sits below the peer median and is worth a professional review before the client conversation.

Effective Tax Rate

ReviewBottom 25%
Client
24.3%
Peer median
19.5%
Peer 25th–75th
18.7% – 20.4%
Off median
+24%

Effective tax rate is above the peer median — a planning review with the tax team is warranted.

Flags are internal professional-review signals based on medians and quartiles, not automated recommendations or tax advice. Differences from the peer median are Benchmark Variance.

Performance against peer benchmark

Tax year 2026
Revenue Growth
60.0%below median
Company
2.9%
Peer median
7.2%
Top quartile
11.1%
Gross Margin
1.2%above median
Company
95.2%
Peer median
94.1%
Top quartile
94.7%
EBITDA Margin
31.0%below median
Company
17.2%
Peer median
24.9%
Top quartile
30.8%
Net Margin
37.0%below median
Company
11.4%
Peer median
18.1%
Top quartile
23.2%
Revenue / Employee
4.9%above median
Company
$219K
Peer median
$208K
Top quartile
$242K
Payroll % Revenue
15.0%above median
Company
59.8%
Peer median
52.0%
Top quartile
46.1%
Current Ratio
14.2%below median
Company
5.66
Peer median
6.60
Top quartile
7.57
Effective Tax Rate
24.4%above median
Company
24.3%
Peer median
19.5%
Top quartile
18.7%

Benchmark scorecard

Growth
21st
Profitability
43rd
Labor Efficiency
37th
Operating Efficiency
44th
Liquidity
39th
Leverage
24th
Tax Efficiency
53rd
Asset Efficiency
60th

Financial opportunity map

$2.38M
Operating Expenses$869K
Labor$787K
Working Capital$375K
Capital Structure$350K
Revenue$0

Benchmark variance only — the mathematical difference between current performance and the selected peer median. Not a projection of guaranteed savings.